← @andybiotech

$LLY

看空2022-02-10
各周期结果✗ 踏空+7.1%
1d
+1.6%
5d
+4.0%
21d
+7.1%
原帖
Andy Biotech · 2022-02-10

The reality is sintilimab won't be able to disrupt PD1 mkt even if approved, and $LLY knows it. 40% lower WAC alone not enough to address the elephants in US oncology practices - the sick "rebate wall" in buy-and-bill model - ASP based reimbursement that incentivize higher price https://t.co/kcLEbjTF74

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